Simplicity Solutions’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Simplicity Solutions’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,084	Closed	-$541K	–	1134
2023 Q1	$541K	Sell	6,084 -260	-4%	-$23K	0.01%	669
2022 Q4	$537K	Sell	6,344 -204	-3%	-$17.5K	0.07%	322
2022 Q3	$515K	Sell	6,548 -672	-9%	-$57.7K	0.07%	301
2022 Q2	$571K	Sell	7,220 -1,140	-14%	-$99.4K	0.07%	280
2022 Q1	$804K	Sell	8,360 -412	-5%	-$39.4K	0.1%	213
2021 Q4	$927K	Sell	8,772 -262	-3%	-$27.3K	0.1%	236
2021 Q3	$890K	Buy	+9,034	New	+$910K	0.14%	168
2021 Q2	–	Sell	-9,104	Closed	-$885K	–	545
2021 Q1	$885K	Sell	9,104 -692	-7%	-$66K	0.19%	115
2020 Q4	$876K	Sell	9,796 -946	-9%	-$78.4K	0.01%	578
2020 Q3	$801K	Sell	10,742 -1,146	-10%	-$84.6K	0.01%	536
2020 Q2	$827K	Sell	11,888 -1,554	-12%	-$100K	0.02%	515
2020 Q1	$742K	Sell	13,442 -2,090	-13%	-$142K	0.02%	409
2019 Q4	$1.14M	Sell	15,532 -22	-0.1%	-$1.57K	0.03%	363
2019 Q3	$1.08M	Buy	15,554 +168	+1%	+$11.7K	0.04%	282
2019 Q2	$1.08M	Buy	+15,386	New	+$1.06M	0.05%	239

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's IVOG Position: Q2 2023 in Review

Simplicity Solutions sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2023, closing a stake of 6,084 shares — an estimated $541K sold.

Simplicity Solutions first reported a position in IVOG in Q2 2019 and held it in 15 quarters. The position peaked at $1.14M in Q4 2019. 91 funds tracked by Wall St. Rank hold IVOG as of Q2 2023.

Simplicity Solutions reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 6,084 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $541K.
Simplicity Solutions first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 15 quarters.
Simplicity Solutions's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.14M in Q4 2019.
91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.